Baystate Wealth Management’s Coastal Financial CCB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-202	Closed	-$7.61K	–	1044
2023 Q2	$7.61K	Hold	202	–	–	﹤0.01%	625
2023 Q1	$7.27K	Buy	+202	New	+$7.27K	﹤0.01%	617